See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,743 | $76,407+139.2% | $150,298+21.6% | $82,448+121.6% |
| Participation rate | 55.3% | 66.4%-11.1pp | 77.8%-22.4pp | 68.1%-12.7pp |
| Annual return | 20.46% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,042 | $2,614-21.9% | $4,154-50.8% | $2,551-19.9% |
| Participant deferral / active EE | $4,729 | $3,214+47.1% | $5,453-13.3% | $4,139+14.2% |
| Admin fee / account holder | $2,182 | $6,352-65.6% | $14,116-84.5% | $7,234-69.8% |